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                            ASTPP Documentation : Create Account
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            Created by <span class='author'> ASTPP</span>, last modified on Jul 28, 2015
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<p><span style="color: rgb(64,64,64);">Once you click on Create Customer button, it will show you page to create new account like below screenshot. Enter appropriate information in page and click on save button to create account successfully. </span></p><p><span style="color: rgb(64,64,64);">For creating resellers, admins and sub-admins, we have similar process. </span><span style="color: rgb(64,64,64);"> </span></p><p><span style="color: rgb(64,64,64);"><span class="confluence-embedded-file-wrapper"><img class="confluence-embedded-image" src="attachments/2424922/3309642.png" data-image-src="attachments/2424922/3309642.png" data-unresolved-comment-count="0" data-linked-resource-id="3309642" data-linked-resource-version="1" data-linked-resource-type="attachment" data-linked-resource-default-alias="create_customer.png" data-base-url="https://astppdoc.atlassian.net/wiki" data-linked-resource-content-type="image/png" data-linked-resource-container-id="2424922" data-linked-resource-container-version="22"></span><br/></span></p><p> </p></div>
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<h3 id="CreateAccount-CreateCustomerAccountFormFieldsDetails:"><span style="color: rgb(64,64,64);text-decoration: none;">Create Customer Account Form Fields Details:</span></h3><div class="table-wrap"><table class="confluenceTable"><tbody><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Account Number</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Also referred as User Name, Card Number or ID Card is typically a 10 unique digits that identify an account into the system.</span></p><p><span style="color: rgb(64,64,64);text-decoration: none;">Length of account number is configurable, admin can change it from global configuration. </span></p></td></tr><tr><td class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Password</span></strong></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">The password that needs to be provided to the customer so he/she can log into portal. </span></p></td></tr><tr><td class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Pin</span></strong></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Calling Card Pin</span></p><p><span style="color: rgb(64,64,64);text-decoration: none;">Important if customer is using calling card feature. Length of pin is configurable, admin can change it from calling card configuration. </span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">First Name</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer First name</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Last Name</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer Last name</span></p></td></tr><tr><td class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Company</span></strong></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer Company name</span></p></td></tr><tr><td colspan="1" class="confluenceTd"><strong>Telephone </strong></td><td colspan="1" class="confluenceTd">Customer Telephone number</td></tr><tr><td class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Country</span></strong></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer Country</span></p></td></tr><tr><td class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Timezone</span></strong></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer Timezone</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Status</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer account status</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Max Channels</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Maximum allowed concurrent channels for outbound calls. 0=Unlimited</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Number Translation</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">If you wish to translate number with some defined number for specific customer then use this feature.</span></p><p><span style="color: rgb(64,64,64);text-decoration: none;">Ex: “011/2222” (You can define multiple translations like &quot;011/2222&quot;,&quot;02/33&quot;)</span></p><p><span style="color: rgb(64,64,64);text-decoration: none;"><span style="color: rgb(64,64,64);text-decoration: none;">That means from called number 011 is replaced by 2222.</span></span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">First Used</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer account's first used date and time. It will be updated when customer will do first call from system.</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Expiry Date</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);">Customer account's expiry date. After that date, customer wouldn't be able to make new calls.</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Valid Days</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Valid days for customer account.</span></p></td></tr><tr><td colspan="1" class="confluenceTd"><strong><span style="color: rgb(35,34,34);">Create SIP Device</span></strong></td><td colspan="1" class="confluenceTd">By selecting check-box sip device is automatically created for that new user account.</td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Rate Group</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Rate group is an essential field for billing. Without rate group customer wouldn't be able to make any calls. </span></p><p><span style="color: rgb(64,64,64);text-decoration: none;">You can create rate group by navigating to Tariff -&gt; Rate group. </span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Billing Schedule</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Billing schedule for invoice generation.</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Billing Day</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">If billing schedule is monthly then you will be able to define the day on which you want customer invoice should be generated. </span></p></td></tr><tr><td class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Currency</span></strong></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer account's currency.</span></p><p><span style="color: rgb(64,64,64);text-decoration: none;">If customer currency is INR then all amounts will appear in INR in customer portal. </span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Account Type</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);">Select customer account type. Prepaid OR Postpaid. </span></p><p><span style="color: rgb(64,64,64);"><span style="color: rgb(64,64,64);">For prepaid customers, system will generate receipts as soon as any charges will be applied to them. </span></span></p><p><span style="color: rgb(64,64,64);"><span style="color: rgb(64,64,64);"> </span>For Postpaid, system will generate invoice on defined Billing Day.</span></p></td></tr><tr><td class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Credit Limit</span></strong></p></td><td class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Customer account's credit limit. Credit limit is only used for the postpaid account. </span></p></td></tr><tr><td colspan="1" class="confluenceTd"><strong><span style="color: rgb(64,64,64);text-decoration: none;">Tax</span></strong></td><td colspan="1" class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Select applicable taxes</span></p><p><span style="color: rgb(64,64,64);text-decoration: none;">You can create taxes from Configuration -&gt; Taxes.</span></p></td></tr><tr><td colspan="1" class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Low Balance Alert Level</span></strong></p></td><td colspan="1" class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">Define low balance amount on which you want to send notification to customer.</span></p></td></tr><tr><td colspan="1" class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Enable Email Alerts?</span></strong></p></td><td colspan="1" class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">System will notify for Low credit if this option is set to Yes.</span></p></td></tr><tr><td colspan="1" class="confluenceTd"><p><strong><span style="color: rgb(64,64,64);text-decoration: none;">Email Address</span></strong></p></td><td colspan="1" class="confluenceTd"><p><span style="color: rgb(64,64,64);text-decoration: none;">E-mail address to get Low credit notification.</span></p></td></tr></tbody></table></div><p> </p><p><iframe class="youtube-player" type="text/html" style="width: 640px; height: 320px"
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